Controller

Position Summary

The Controller is responsible for overseeing the organization’s financial operations, ensuring accurate

and timely reporting, and implementing robust processes for financial accountability. This position

requires a detail-oriented, hands-on leader, with strong technical expertise and the ability to drive

improvements in financial systems and operations. The Controller plays an integral role in supporting

data-driven decision-making, contributing to L10 meetings, and collaborating closely with the COO and

leadership team to align financial activities with organizational goals. This role reports to the COO.

Essential Duties And Responsibilities

 Oversees day-to-day financial operations, including accounts payable, accounts receivable,

payroll, and general ledger management.

 Ensures accurate and timely preparation of financial statements in accordance with GAAP and

organizational policies.

 Leads budgeting, forecasting, and variance analysis processes, providing actionable insights to

leadership.

 Monitors cash flow and working capital to support operations and ensure the company can

meet its financial obligations while supporting growth.

 Ensures accurate and timely monthly, quarterly, and year-end close processes.

 Manages financial reporting to ensure compliance with tax regulations and internal controls.

 Oversees accounts receivable processes, ensuring collections are completed in a timely manner

and outstanding receivables are minimized.

 Collaborates with the revenue cycle management team to ensure accurate billing practices and

efficient collection strategies.

 Reviews aging reports and identify opportunities to improve cash collection cycles and reduce

outstanding accounts.

 Evaluates and refines financial processes, controls, and reporting systems, continuously, to

improve scalability and operational efficiency.

 Works with external advisors to assess and optimize financial and practice management

systems, ensuring accuracy in reporting and compliance.

 Establish and maintains best practices for financial reporting, accruals, and financial close

processes to drive operational excellence.

 Leverages tools to generate insightful reports and recommendations, and helps create reports,

dashboards, and key performance indicators (KPIs) for leadership.

 Leads and participates in EOS meetings on a weekly basis.

 Perform other tasks as requested that do not require materially different skills or significant

additional training.

Qualifications

Education and Experience

 Bachelor’s degree in Accounting, Finance, or a related field, preferred. CPA or CMA designation

is a plus.

 A minimum of 7 years of experience in financial management, with a preference for candidates

with experience in healthcare or service-based industries.

 Proficiency in QuickBooks Online (QBO), Power BI, and practice management systems such as

Central Reach.

 Solid understanding of GAAP, financial reporting requirements, and budgeting.

 Proven experience managing accounts receivable, budgeting, forecasting, and cash flow.

Skills And Abilities

 Strong analytical, organizational, and problem-solving skills.

 Excellent communication skills with the ability to present complex financial data clearly to both

financial and non-financial stakeholders.

 Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment.

 Knowledge and experience with EOS (Entrepreneurial Operating System) and participation in

L10 meetings a nice to have.

 Ability to work collaboratively in a cross-functional team and be a proactive contributor to

process improvements.

Physical Work Requirements

PHYSICAL REQUIREMENTS

 Check which of the following best describes the position

Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a

negligible amount of force frequently or constantly to lift, carry, push,

pull or otherwise move objects, including the human body. Sedentary

work involves sitting most of the time. Jobs are sedentary if walking and

standing are required only occasionally, and all other sedentary criteria

are met.

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